PGIM India Hybrid Equity Fund
(An open ended hybrid scheme investing predominantly in equity and equity related instruments)

NAV as on 07 Oct 2024

123.5800

Regular Plan - Growth Option

-1.1300 (-0.9100%)

NAV of Other Plans

Direct Plan - Dividend: 145.7600

Nature of Scheme :

An open ended hybrid scheme investing predominantly in equity and equity related instruments

Key Features

Benchmark Index

CRISIL Hybrid 35+65 - Aggresive Index

Minimum Application Amount

Minimum of ₹ 5000/- and in multiples of ₹ 1/- thereafter.

Minimum Additional Amount

Additional Purchase - Minimum of ₹ 1000/- and in multiples of ₹ 1/- thereafter.

Exit Load

For Exits within 90 days from date of allotment of units : 0.50%.

For Exits beyond 90 days from date of allotment of units : NIL

Scheme Overview

Investment Objective

The investment objective of the scheme is to seek to generate long term capital appreciation and income from a portfolio of equity and equity related securities as well as fixed income securities.

However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee/ indicate any returns.

Investment Strategy

The scheme will seek to achieve its investment objective primarily by investing in equity and equity related instruments, debt and money market instruments and thru investments in InVITs and REITs.
The fund manager will invest into companies across market capitalization. A combination of the top down and bottom up approach will be used to invest in equity and equity related instruments.
The scheme will also employ various strategies which seek to exploit available arbitrage opportunities in the markets.
The fixed income portfolio will consist of a pool of investment grade rated fixed income securities.
The Fund Management team may endeavor to generate returns whilst moderating credit and interest rate risk.

Scheme Performance

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Scheme Portfolio

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riskometer

This product is suitable for investors who are seeking*:

Capital growth over the long term
Investing predominantly in equity and equity related securities
Degree of risk – VERY HIGH

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Very High - Investors understand that their principal will be at very high risk

download documents

Scheme Information Document

Application Form

Product Brochure

Product Presentation

Fund Dashboard

Product Literature

Monthly Portfolio Disclosure

fund managers

Mr. Vivek Sharma

(Equity Portion)
Over 14 years of experience in Equity market, research and fund management :